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"Tax Planning"

The last two months of 2017 were a blur of activity when it came to income taxes, as financial advisers and clients scrambled to decipher what was rumor, what was actually proposed and what finally became law. One change that may have slipped...

The biggest problem with the new tax bill, according to Steven Siegel of consulting firm The Siegel Group, is that so much of it is temporary. Nearly every provision passed in the Republican Tax Cuts and Jobs Act will sunset in 2025. A more...

The Internal Revenue Service released guidance for employers about how much tax they should withhold from workers' paychecks in 2018 — and said it would soon offer an online calculator that employees can use to make sure the amounts are correct....

This won't be your father's tax reform process – and it may not be the one your business needs either. That's because it might take away investment advisers' number one secret weapon for building strong relationships with their clients –...

Months after the White House proposed ending a tax break for people in high-tax states, President Donald J. Trump grew angry when he learned that the change would hurt some middle-income taxpayers, according to two people familiar with his thinking....

The IRS budget may be shrinking, but its examinations of high-net-worth taxpayers are surprisingly robust. These examinations often yield favorable results for the IRS, and high-net-worth taxpayers may increasingly find themselves and their...

When your clients hear the term "kiddie tax," they might think of an introduction to personal finance class at their children's elementary school. But as many of us have learned, it's actually an all-too-real tax on a child's investment and...

As Congress turns its attention to taxes, it might be a good time to turn your clients' attention to the amount Uncle Sam takes from investment returns. The IRS levies taxes on dividends and capital gains distributions in taxable accounts, as...

When it comes to tax planning, the federal income tax receives the lion's share of the attention, and rightly so. But what about state income taxes? State tax rates vary wildly around the country, with California leading the charge with a top...

Many articles and websites tout the wonderful benefits of tax-loss harvesting, especially if you ask the robo-advisers. Should we take these claims at face value or is there more to the story? A closer look reveals that tax-loss harvesting is...

By now nearly all taxpayers have begun the arduous task of compiling the information needed to prepare their 2016 tax return, including sifting through receipts and statements to determine what's needed for the return and what is just noise....

Generating adequate income for clients during their retirement is increasingly a challenge for financial advisers. Longer life-spans, rising health costs and ineffective safety nets continue to exacerbate this challenge. Increasing allocations...

The new Republican-controlled Congress has taken the first steps toward their goal of repealing the Affordable Care Act, and President Donald Trump has set a Jan. 27 deadline for repeal to be completed. The new administration has said that ACA...

Taxes may be cut under President-elect Donald Trump, but they aren't going away. That's the key thought that advisers should keep in mind as they consider adapting investment strategies for their clients in the midst of potential tax law changes....

This time of year, many taxpayers are reviewing their income and deductions to see if there is anything that can be done to reduce their federal tax bill for 2016. After making those last few charitable donations, maximizing retirement plan...

When Republicans win the White House, tax rates normally hold or decrease, and conversely, when the Democrats hold the Oval Office, taxes are likely to increase. Below we examine the after-tax investment performance of the proposed Clinton plan,...

Low interest rates continue to cause income-oriented investors to search for alternatives to traditional bond investments. One such option has been master limited partnerships, or MLPs. While MLPs have their attractive features, investors are...

For executives, taking advantage of their company-sponsored, nonqualified deferred compensation (NQDC) plan now could be one of the wiser moves to make for their future well-being. Across the United States, companies have reduced or eliminated...

Investors in small businesses around the country may be pleasantly surprised in the aftermath of the tax season. Thanks to the recent extension of Section 1202 of the Internal Revenue Code, small businesses stand to attract even more investors,...

Over the last decade, 401(k) plans have come to more closely resemble their slightly older cousin, the individual retirement account – at least in terms of the options of making contributions to the account. Those extra options, however, mean...

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